AI Copilot comparrison

 Lunchtime play ...  Claude.io was the best I used... Deepseek didn't work....

AI Engine Comparison Test:

I recently asked a few AI engines a complex tax query:

Perplexity Pro (paid): While I love the app, the answer was not great 6/10

ChatGPT (free): Excellent, factually correct, not too clear in one area 8/10 

DeepSeek: I registered and tried the search, but got the result "The server is busy. Please try again later."  I tried a few times, it is working for common queries, but I assume as this logic wouldn't be cached, it can't even have an attempt with the free version 2/10.

Bing/M365 Copilot: Got a fairly similar result to ChatGPT missing an option and not as well laid out 7/10 

Claud.io: Clean result that is factually correct and offered possible items that would affect the calculation 10/10

Perplexity is my default AI power Search Engine:

Perplexity and the others are great for teaching me this (I use a homemade flip learning type approach), and here are my "follow-on" questions. However, to truly understand something, I still use books (mixed with perplexity), but nothing beats a human-written or recorded topic to give the best understanding.

PnP Search - Notes

Overview: I have spent a considerable amount of time figuring out how to use the PnP Search Web parts again.  I do this every few years, as I forget.  This post outlines how to set up filters for the PnP search using my own columns.

Four items to get Filtering working

Tip: Filterable Managed Properties must have a "refinable" search property.  You can't create these in SPO, so use the OOTB Refinable Managed Properties setup for this purpose.

Step 1. Upload content such as docx and pdfs, and add custom metadata.  I added two documents, and there is a text column for Technology

Step 2. Ensure content is being crawled and available thru Managed properties

You need to be a Site Collection Admin > Go to Site Settings for the Site Collection

Navigate to Search > Manage Search Schema > Find an existing "Refinable.." Managed Property and use it to point to the new Crawled Property.

Tip: Force a crawl on the list, and it will take an hour or two, as the trigger is fired periodically. Depending on the size of the crawl, it will take some time.  If it's not showing up after 3-4 hours, you are definitely doing something wrong.

Step 3.

Add Selected properties (this is the Managed Property name or Alias) - paste and move out of input box - weird.

Customise the Layout Slots with the Layout Slot name.

Step 4. Add the PnPSearch Filter Web Part to the page containing the PnP results web part page

Add the Search Filter PnP web part to the search page.

Go to the PnPSearch Results web part properties, and set the "Connect to a filters Web Part" to Enabled and set the Filter web part.

Go back to the PnPSearch Filter web part, select "Configure" and on the Use data from these Web Parts  set to the PnPSearch Results web part.

"Edit" the filters.

Microsoft Purview Summary

Purview covers:

• Information Protection - Discover, Classify & Protect data such as documents and emails. Tagging and AIP labels can be applied manually or automatically.  Lots of built-in pattern classifiers such as credit cards and PII data are Sensitive Information Type (SIT), which uses expressions like RegEx to identify types of information example [A-Z]{2}[0-9]{6}[A-D]{1} for a UK National Insurance Number.  The dictionary allows one to add words to customise discovery and automatic tagging and labelling for each organisation and industry.  Can also build custom SITs based on specific patterns.  Activity Explorer and Content Explorer help understand the data information architecture and usage.  
• Data Loss Prevention (DLP) - Block unauthorised actions
• Inside Risk Prevention (IRP) - Identify risky behaviour inside the org
• Adaptive protection - adjusts policies like DLP policies based on the risk identified using ML/AI.  Applies stricter measures as risks are identified.

Microsoft End-Point/device Protection: Microsoft Purview allows a company to create end-device DLP policies, push them to all client devices, and protect data within the company.

Notes on Data Protection:

• Uses SharePoint Information Rights Management for SharePoint.
• Used to ensure your data meets criteria to ensure standards compliance such as HIPPA, BIM, GxP.
• Retention labels are used to track and manage sensitive data.

Prompt Engineering with Microsoft Copilot

Prompting Microsoft Copilot: Prompting is asking the copilot to give you information.

Four parts to cover in your prompt> 1. goal 2. context 3. source 4. expectation

1. Goal - what do I want, e.g., tell copilot what we want

I want tactics for pricing my SaaS products

2. Context - Why do I need it

e.g., this is a new product in the B2C space

3. Sources - optional - ask from specific resources

e.g. provide my company stats and ask to compare to my market (from the LLM)

4. Expectations - Table of info, summary, or even an image(maybe not)

M365 Copilot app.

Apps that M365 Copilot embedded with if you have the M365 licence include: 

1. Word, 2. Excel, 3. PowerPoint, 4. Outlook, and 5. Teams

1. Word

Word Copilot is part of the M365 copilot branding.  Generates scaffolding/first draft.

2. Excel

Use in Excel with your own data - allows easy query using English/natural language.

3. PowerPoint

Draft a presentation using org themes based on prompts. You can also use Copilot to add images you create using Copilot (DALL-e).